Skip to content
English
Contact us
  • There are no suggestions because the search field is empty.

Reports Module Overview

Understand how to navigate and utilise common report screen features in Perspio.

Purpose

The Reports module is designed to deliver comprehensive visibility over asset data, telemetry, and operational insights. This article outlines the core layout and functions common to every report type—providing a foundation for using any report in the system.

Whether you're viewing a Temperature Report, Device Health, Events, or a Geofence Snapshot, the layout and menu options are consistent. This consistency enables users to confidently move between reports and build workflows, automations, and insights.

Menu Breakdown

Each report screen contains the following menus, accessible via the left-hand sidebar:

1. Snapshot

This is the primary interface to generate ad hoc reports on demand.

  • Scope Selector: Choose the time range (e.g., last 2 hours, custom dates).

  • Assets Field: Filter the report by specific assets.

  • Description Panel: Shows the purpose of the report and any associated asset schemas. Schemas indicate which asset types or configurations are compatible with the selected report.

  • Last Run Queries: Displays a history of previous runs for quick access.

The Icons on the Right Bar are in order:

  • Run: After setting Scope, Range and Assets, click this button to run the report.
  • Run as a Background Task: Run the report in the background. Especially useful on Big Reports, this allows the processing of the report in the background, so you can continue to use Perspio normally.
  • Reset: Clears all selection on Scope, Range and Assets.

Use this screen to explore immediate data without waiting for scheduled runs.

2. Schedule

This tab allows users to automate report generation and send results via email.

  • Scheduled ID / Report ID: Reference identifiers for internal tracking.

  • Report & Subject: Report type and email subject line.

  • Query Details: Indicates filters such as:

    • Specific assets

    • Timeframes (e.g., last seen, custom date)

    • Events or telemetry triggers

  • Last Executed: Shows when the report last ran.

  • Actions (Edit/Delete): Modify the report or remove it.

Use this menu to ensure key stakeholders receive reports regularly without manual intervention. To Schedule a Report, please follow the instructions on this article.

3. Downloads

This section stores completed and downloadable versions of executed reports.

  • When a report is run (snapshot or scheduled), it will appear here once complete.

  • You can download the CSV or Excel file depending on format settings.

Central hub for exporting data for offline analysis or audit purposes.

4. Settings

Define how values in the report are displayed:

  • Time Zone: Controls timestamps displayed in report outputs.

  • Date Format: Configure day/month or month/day layouts.

  • Unit Preferences: Set preferred units for:

    • Distance

    • Speed

    • Temperature

    • Capacity

    • Weight

    • Fuel metrics (per distance or time)

  • Metric/Imperial Toggle: Tailor reports to local standards.

Helps tailor reports to regional formats or compliance requirements. All settings are adjusted in Tenant Level. Refer to this article for more info.

5. Debug

Displays the raw configuration of the report definition (advanced users only).

  • Useful for developers or technical support to validate the report logic.

  • Includes configuration values, default parameters, and data structures.

🛠 Not typically required for general users, but critical for troubleshooting and support.

Report Header Controls

Across all report views, the following global controls are present:

  • Report Name (Top Left): Indicates which report is currently open.

  • Back to Reports: Returns you to the main reports directory.

  • Star Icon: Set the Report as Home Page.

  • Search Bar: Filters report schedules, downloads, or queries by keyword.

  • Export Button (in Schedule tab): Allows you to export the list of scheduled reports.

Why These Features Matter

Understanding and using these common functionalities helps you:

  • Save time by automating recurring reports.

  • Improve accuracy by tailoring unit settings to your region.

  • Easily distribute insights across teams and departments.

  • Maintain consistency across compliance, stocktake, and audit workflows.